WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,498,510 | -4.4% | 147,783 | -0.3% | 0.92% | -1.6% |
| Q2 2023 | $7,844,067 | +6.4% | 148,169 | -0.0% | 0.93% | +3.8% |
| Q1 2023 | $7,372,712 | -2.3% | 148,225 | -4.5% | 0.90% | -8.5% |
| Q4 2022 | $7,550,103 | +11.8% | 155,288 | +1.2% | 0.98% | +5.6% |
| Q3 2022 | $6,752,000 | +1.3% | 153,516 | +5.8% | 0.93% | +2.3% |
| Q2 2022 | $6,668,000 | -20.0% | 145,055 | -4.8% | 0.91% | -4.6% |
| Q1 2022 | $8,335,000 | -1.6% | 152,430 | +1.3% | 0.96% | +2.2% |
| Q4 2021 | $8,470,000 | +9.4% | 150,490 | +1.1% | 0.93% | +4.0% |
| Q3 2021 | $7,745,000 | +3.1% | 148,910 | +3.9% | 0.90% | +2.7% |
| Q2 2021 | $7,510,000 | +5.6% | 143,348 | +2.7% | 0.87% | -1.7% |
| Q1 2021 | $7,111,000 | +9.4% | 139,620 | -6.7% | 0.89% | +3.0% |
| Q4 2020 | $6,501,000 | +32.3% | 149,576 | +4.1% | 0.86% | +11.8% |
| Q3 2020 | $4,912,000 | +6.1% | 143,676 | +1.1% | 0.77% | -0.3% |
| Q2 2020 | $4,631,000 | +30.6% | 142,150 | +5.9% | 0.77% | +1.2% |
| Q1 2020 | $3,547,000 | -25.9% | 134,248 | +18.1% | 0.76% | -4.0% |
| Q4 2019 | $4,784,000 | +3.4% | 113,660 | -3.1% | 0.80% | -2.4% |
| Q3 2019 | $4,626,000 | -0.7% | 117,298 | +0.7% | 0.82% | -3.4% |
| Q2 2019 | $4,657,000 | +14.1% | 116,436 | +12.3% | 0.85% | +10.6% |
| Q1 2019 | $4,080,000 | +22.5% | 103,703 | +6.8% | 0.76% | +4.7% |
| Q4 2018 | $3,331,000 | -4.0% | 97,137 | +15.8% | 0.73% | +8.0% |
| Q3 2018 | $3,469,000 | +12.2% | 83,882 | +9.0% | 0.68% | +6.8% |
| Q2 2018 | $3,091,000 | +13.1% | 76,941 | +8.9% | 0.63% | +12.4% |
| Q1 2018 | $2,732,000 | -3.1% | 70,634 | -0.5% | 0.56% | -8.9% |
| Q4 2017 | $2,818,000 | +11.8% | 71,024 | +5.4% | 0.62% | +5.5% |
| Q3 2017 | $2,521,000 | +12.3% | 67,403 | +7.2% | 0.59% | +2.4% |
| Q2 2017 | $2,245,000 | +8.2% | 62,895 | +5.0% | 0.57% | +0.9% |
| Q1 2017 | $2,074,000 | +9.7% | 59,908 | +227.7% | 0.57% | -13.3% |
| Q4 2016 | $1,890,000 | +17.2% | 18,283 | +7.5% | 0.66% | +16.1% |
| Q3 2016 | $1,613,000 | +5.8% | 17,007 | +0.9% | 0.56% | +0.4% |
| Q2 2016 | $1,525,000 | – | 16,859 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 369,398 | $18,743,268 | 6.09% |
| WIN ADVISORS, INC | 227,807 | $11,558,938 | 5.66% |
| Lauer Wealth, LLC | 89,570 | $4,468,665 | 4.82% |
| Great Point Wealth Advisors, LLC | 177,990 | $9,031,215 | 2.71% |
| THEORY FINANCIAL LLC | 70,118 | $3,557,787 | 2.09% |
| Consolidated Planning Corp | 137,057 | $6,954,293 | 1.54% |
| Breakwater Capital Group | 66,189 | $3,177,072 | 1.09% |
| Clearwater Capital Advisors, LLC | 147,783 | $7,498,510 | 0.92% |
| Team Financial Group, LLC | 17,810 | $903,695 | 0.75% |
| Aurora Private Wealth, Inc. | 11,999 | $609 | 0.67% |